+1,981.6%
AXTI vs DRI
+68.2%
+1,913.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.3% | -4.0% |
| 7D | +7.6% | +1.1% | +6.6% | +7.4% |
| 30D | -32.1% | +9.7% | -41.8% | -33.6% |
| 3M | -46.0% | +3.2% | -49.2% | -46.5% |
| 6M | -65.7% | +20.6% | -86.3% | -68.4% |
| YTD | +155.9% | +28.3% | +127.7% | +128.9% |
| 1Y | +300.8% | +34.5% | +266.2% | +249.9% |
| 3Y | +1,981.6% | +66.5% | +1,915.1% | +1,651.7% |
| All | +1,981.6% | +68.2% | +1,913.4% | +1,651.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling